2024-05-14T10:54:46-05:00 2023-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2022-07-01 800494808 FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY FOUN 8315823395 100 CAMPUS CENTER SEASIDE CA 93955 SHERRY BAGGETT CONTROLLER 8315823395 2024-05-15 1 SHERRY BAGGETT 999009999 1 MICAL W BOVEE CPA P01023187 8055441441 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BARBARA ZAPPAS 100 CAMPUS CENTER SEASIDE CA 93955 8440589 0 X WWW.CSUMB.EDU/FOUNDATION X 2009 CA TO FURTHER THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY, INCLUDING FUNDRAISING, DEVELOPMENT, ENDOWMENT MANAGEMENT, FINANCIAL ASSISTANCE, PUBLIC RELATIONS AND OTHER SUPPORT. 17 12 0 12 100829 94219 1959300 1675342 0 0 2422497 3629108 0 0 4381797 5304450 1181761 1196957 0 0 0 0 0 0 0 86884 244071 1268645 1441028 3113152 3863422 34574173 38060652 98204 47840 34475969 38012812 TO FURTHER THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY, INCLUDING FUNDRAISING, DEVELOPMENT, ENDOWMENT MANAGEMENT, FINANCIAL ASSISTANCE, PUBLIC RELATIONS AND OTHER SUPPORT. 0 0 1284564 1196957 MANAGEMENT OF ENDOWMENTS, INCLUDING RELATED SCHOLARSHIP AWARDS, AND SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY THROUGH DEVELOPMENT, PUBLIC RELATIONS AND OTHER FINANCIAL ASSISTANCE. 1284564 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 12 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 CA AL AZ CO CT DC DE FL GA HI ID IL IN LA MA MD ME MI MN MO MT NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI X X SHERRY BAGGETT 8315823395 100 CAMPUS CENTER BLDG 201 101 SEASIDE CA 939558001 X BARBARA ZAPPAS CEO (EX OFFICIO) 1.00 40.00 X X 0 240911 96167 BETTYE SAXON EDD CHAIR 1.00 X X 0 0 0 DEBORAH JURAN SECRETARY 1.00 X X 0 0 0 TED BALESTRERI II DIRECTOR 1.00 X 0 0 0 MARIA BELLUMORI PHD DIRECTOR 1.00 40.00 X 0 95111 38087 ANNA M CABALLERO DIRECTOR 1.00 X 0 0 0 MAC CLEMMENS DIRECTOR 1.00 X 0 0 0 BUD COLLIGAN DIRECTOR 1.00 X 0 0 0 GORDON EUBANKS DIRECTOR 1.00 X 0 0 0 GREG GONZALEZ DIRECTOR 1.00 X 0 0 0 JOHN JIMENEZ STUDENT DIRECTOR 1.00 10.00 X 0 9850 0 MICHAEL MCMILLAN DIRECTOR 1.00 X 0 0 0 JONATHAN MERRILL DIRECTOR 1.00 X 0 0 0 EDUARDO M OCHOA PHD DIRECTOR (EX OFFICIO) (PART YEAR) 1.00 40.00 X 0 131499 33654 STEVEN PACKER MD DIRECTOR 1.00 X 0 0 0 CARRIE MCINTYRE PANETTA DIRECTOR (PART YEAR) 1.00 X 0 0 0 BETSEY PEARSON DIRECTOR 1.00 X 0 0 0 VANYA QUINONES DIRECTOR (EX OFFICIO) 1.00 40.00 X 0 295720 108885 GLEN NELSON EXEC. DIRECTOR (EX OFFICIO) (NON-VOTING) 1.00 40.00 X X 0 245212 57933 0 1018303 334726 0 0 1 0 0 254465 1420877 1675342 1375688 100829 1274859 5389559 3136139 2253420 2253420 2253420 5304450 0 100829 3528279 1196957 1196957 4666 3803 863 19857 19857 38804 38804 465 465 5763 5763 1203 1203 1321 1321 50000 50000 TAXES AND ASSESSMENTS 60999 60999 CONSULTING FEES 45000 45000 INDIRECT EXPENSES 8433 8433 BOARD PARKING PERMITS 7560 7560 1441028 1284564 156464 0 2572942 2797702 78267 43834 50910 176091 31872054 35043025 34574173 38060652 0 1000 98204 46840 98204 47840 X 0 0 0 0 34475969 38012812 34475969 38012812 34574173 38060652 3863422 -326579 0 X X 0 1 X 1 0 X 3035930 2506281 1122895 1959300 1675342 10299748 3035930 2506281 1122895 1959300 1675342 10299748 2215503 8084245 1128718 1016330 1139757 1289400 1274859 5849064 17279 75698 118623 100829 312429 16461241 0.49110 0.51340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32208910 1011396 3254023 996774 35477555 35272665 1521989 -3372201 1213543 32208910 27497544 895094 7814190 934163 35272665 27055228 2117444 -318857 1356271 27497544 23915108 2923648 1345432 1128960 27055228 0.22730 0.69950 0.07320 0 0 0 DUE TO CORPORATION 30839 DUE TO UNIVERSITY 12500 OTHER LIABILITIES 3501 46840 X 4977871 -326579 -326579 5304450 0 5304450 1441028 0 1441028 0 1441028 PART X, LINE 2: THE FOUNDATION OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY IS NOT SUBJECT TO FIN 48 DISCLOSURE REQUIREMENTS UNDER GASB. 1 UNIVERSITY CORPORATION AT MONTEREY BAY 100 CAMPUS CTR BLDG 201 SEASIDE CA 93955 770387459 501(C)(3) 171715 0 SCHOLARSHIPS CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CTR SEASIDE CA 93955 911785970 115 991242 0 SCHOLARSHIPS UNIVERSITY OF CALIFORNIA SANTA BARBARA UC SANTA BARBARA SANTA BARBARA CA 93106 956006145 115 6000 0 SCHOLARSHIPS 3 0 PART I, LINE 2: ALL GRANT FUNDS AND SCHOLARSHIPS PAID BY THE FOUNDATION ARE MADE THROUGH, OR ON BEHALF OF, CALIFORNIA STATE UNIVERSITY, MONTEREY BAY. THE EVALUATIONS, QUALIFICATIONS AND MONITORING PROCESSES ARE DETERMINED BY THE UNIVERSITY. 0 0 0 0 0 0 0 0 0 BARBARA ZAPPAS CEO (EX OFFICIO) 0 240911 0 0 0 0 0 77092 0 19075 0 337078 0 0 EDUARDO M OCHOA PHD DIRECTOR (EX OFFICIO) (PART YEAR) 0 131499 0 0 0 0 0 8579 0 25075 0 165153 0 0 VANYA QUINONES DIRECTOR (EX OFFICIO) 0 295720 0 0 0 0 0 89925 0 18960 0 404605 0 0 GLEN NELSON EXEC. DIRECTOR (EX OFFICIO) (NON-VOT 0 245212 0 0 0 0 0 38858 0 19075 0 303145 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS DELEGATED THE UNIVERSITY CORPORATION AT MONTEREY BAY AUTHORITY TO ACT AS ITS AGENT IN A FULL RANGE OF ACCOUNTING, ADMINISTRATIVE, PROCESSING, CASH MANAGEMENT, REPORTING AND SERVICE FUNCTIONS UNDER AN ADMINISTRATIVE SERVICES AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A EX OFFICIO DIRECTORS OF THE FOUNDATION ARE APPOINTED BY VIRTUE OF THE OFFICES THEY HOLD WITH THE UNIVERSITY. THE FOUNDATION'S NOMINATING COMMITTEE IS RESPONSIBLE FOR IDENTIFICATION AND RECRUITMENT OF ALL NEW DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS, INCLUDING CHANGES TO THE GOVERNING BODY AND ORGANIZATIONAL DOCUMENTS, ARE SUBJECT TO REVIEW AND APPROVAL OF THE UNIVERSITY PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE, AS AUTHORIZED BY THE BOARD, WILL REVIEW AND APPROVE THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO REVIEWING ANNUALLY, THE BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND VIA THE FOUNDATION WEBSITE. FORM 990, PART VII, SECTION A BOARD DIRECTORS RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR JOB DUTIES UNRELATED TO BOARD RESPONSIBILITIES. FORM 990, PART XII, LINE 2C (NO CHANGE): THE AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT AND RECOMMENDS AUDITOR SELECTION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 13 THE FOUNDATION DOES NOT HAVE EMPLOYEES; HOWEVER, PERSONS EMPLOYED BY UNIVERSITY CORPORATION AT MONTEREY BAY AND CALFORNIA STATE UNIVERSITY, MONTEREY BAY PERFORM WORK ON BEHALF OF THE FOUNDATION AND FOLLOW THEIR RESPECTIVE WHISTLEBLOWER POLICIES. UNIVERSITY CORPORATION AT MONTEREY BAY 100 CAMPUS CENTER BLDG 201 STE 101 SEASIDE CA 93955 770387459 SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY AS AN AUXILIARY CA 501(C)(3) LINE 5 0 CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CTR SEASIDE CA 93955 911785970 EDUCATION - FOUNDATION IS AN AUXILIARY OF THE UNIVERSITY CA 115 0 OTTER STUDENT UNION AT CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER BLDG 12 SEASIDE CA 93955 820714842 MANAGE AND OPERATE UNIVERSITY CAMPUS STUDENT UNION CA 501(C)(3) LINE 12A, I 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CALIFORNIA STATE UNIVERSITY MONTEREY BAY B 999371